EUGDX vs. VTI
Compare and contrast key facts about Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Vanguard Total Stock Market ETF (VTI).
EUGDX is managed by Morgan Stanley. It was launched on Jul 27, 1997. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUGDX or VTI.
Correlation
The correlation between EUGDX and VTI is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EUGDX vs. VTI - Performance Comparison
Key characteristics
EUGDX:
0.88
VTI:
1.80
EUGDX:
1.33
VTI:
2.41
EUGDX:
1.15
VTI:
1.33
EUGDX:
0.34
VTI:
2.72
EUGDX:
3.66
VTI:
10.93
EUGDX:
3.72%
VTI:
2.13%
EUGDX:
15.59%
VTI:
13.00%
EUGDX:
-58.33%
VTI:
-55.45%
EUGDX:
-31.11%
VTI:
-4.33%
Returns By Period
In the year-to-date period, EUGDX achieves a -0.12% return, which is significantly higher than VTI's -0.48% return. Over the past 10 years, EUGDX has underperformed VTI with an annualized return of 4.25%, while VTI has yielded a comparatively higher 12.70% annualized return.
EUGDX
-0.12%
-3.31%
4.30%
13.52%
4.02%
4.25%
VTI
-0.48%
-3.53%
3.99%
23.27%
13.13%
12.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EUGDX vs. VTI - Expense Ratio Comparison
EUGDX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
EUGDX vs. VTI — Risk-Adjusted Performance Rank
EUGDX
VTI
EUGDX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EUGDX vs. VTI - Dividend Comparison
EUGDX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUGDX Morgan Stanley Europe Opportunity Fund Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.77% | 1.01% | 0.90% | 2.75% | 2.30% | 4.22% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
EUGDX vs. VTI - Drawdown Comparison
The maximum EUGDX drawdown since its inception was -58.33%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EUGDX and VTI. For additional features, visit the drawdowns tool.
Volatility
EUGDX vs. VTI - Volatility Comparison
The current volatility for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) is 3.79%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.67%. This indicates that EUGDX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.